Retirement Tax Services Podcast Tactically Using Taxes for Lead Gen with Hillary Gale
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Jun 30, 2025 Hillary Gale, founder of Moneta Copy, specializes in marketing for financial advisors. She shares insights on leveraging tax topics to attract new clients. The conversation covers crafting compelling lead magnets that resonate with potential clients, emphasizing simplicity and clarity. Hillary also discusses the power of strategic email marketing in nurturing client relationships, particularly through effective welcome emails. Lastly, she highlights the importance of collecting tax returns to better understand client needs and enhance personalized financial advice.
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Create a Tax Topic Journey
- Use tax topics repeatedly across channels to build recognition and trust.
- Create a customer journey, not just a single post or video, to turn prospects into clients.
Email is Key in Lead Generation
- Capture leads by getting prospects to join your email list after discovering you.
- Use email sequences to nurture and convert leads, not just social media or events.
Design Effective Lead Magnets
- Build lead magnets targeted to a specific ideal client for effective email list growth.
- Make lead magnets interactive and provide quick, actionable wins.